Featured
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Nvidia (probably) saved the day
Together with Good Morning, Nvidia’s crucial earnings beat didn’t do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
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Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia’s earnings today to change the tide. Automate your complicated business spend and …
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When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
More from the archive
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A New Era at the Fed
Together with Good Morning, JPMorgan reshuffled IB leadership in a major shake-up, Citadel threatened to fire top Hong Kong researchers if they don't relocate, the Roundhill Memory ETF is officially the fastest-growing ETF ever, and Kevin Warsh was confirmed as Fed chair in the narrowest vote in Fed chair history. Transform your sleep for the …
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Biden’s Economy
Together with Good Morning, Sam Altman's business dealings are coming under Republican scrutiny, Jensen Huang's CEO pay fell to $36M, Goldman's Japan revenue hits a 15-year high, SpaceX is eyeing global spaceports, and inflation surged to the highest in three years on spiking oil prices. Do consumers really want AI in finance? Plaid conducted a …
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The NACHO Trade
Together with Good Morning, The US-Iran ceasefire is on life support, Larry Fink is bullish on Venezuela, Andrew Left's criminal case is headed to trial, Trump snubbed Jensen Huang from a high-profile billionaire delegation to China, and a new 'NACHO Trade' is taking shape on Wall Street. Datasite is hosting a series of short webinars …
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Liquor, Ladies, and Leverage
Together with Good Morning, Fortress' co-founder was extorted for $1B by a Chinese situationship, Greenlight's founder wants ladies in 'sexy party clothes' for his hedge fund's 30-year anniversary party, Broadcom is in talks for the biggest private credit deal ever, and US rejected Iran's latest peace offer. On a totally unrelated note, here's a thoughtful …
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Time to run it back
Together with Good Morning, The stock market rebound is the most concentrated ever, hedge funds had their month since Covid, merger arbitrage funds are avoiding bets on eBay, oil market liquidity is drying up rapidly, UAE is sneaking oil tankers through the Strait of Hormuz, and a new global pandemic is brewing. Transform your sleep …
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Musk Puts Altman on High Alert
Together with Good Morning, DOJ charged 30 elite M&A lawyers for a feeding a massive decade-long insider trading ring, Anthropic partnered with SpaceX to take on OpenAI, Lutnick doesn't remember why he took his family to Epstein island, and the JPMorgan 'sex slave' lawsuit took a new turn. Last year, Blackstone earned $60k in rewards …
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Mamdani Sells Miami
Together with Good Morning, Larry Fink is predicting a futures market for compute, US investment banks are surging past European peers, Jamie Dimon downplayed AI bubble fears, Goldman expanded its management committee to 47, and Ken Griffin torched Mamdani for his 'creepy' antics and anti-success policies. Wharton Online and Wall Street Prep teamed up to …
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Half Cash, Half Stock
Together with Good Morning, Chirayu Rana re-filed his 'sex slave' lawsuit with witness statements, OpenAI president Greg Brockman's diary exposed some serious hypocrisy* against Musk, and GameStop CEO Ryan Cohen had the most awkward response to being asked about how he intends to finance the $56B eBay offer. *Hypocrisy = $30B in magical personal wealth …
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Always with us in spirit
Together with Good Morning, Musk's Tesla compensation hit $158B last year, Jane Street paid employees an average $2.7M last year, OpenAI's CFO pushed back on revenue concerns, Berkshire boosted its cash pile in its first quarter under new CEO Abel, and Spirit Airlines officially ceased all operations after years or struggles following blocked merger deals. …
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Fabricated Drama in Dimon’s Arena
Together with Good Morning, Bill Ackman blamed retail investors for his weak IPO debut, Musk says he didn't read the 'fine print' about OpenAI becoming for-profit, Trump 'doesn't care' if J Pow stays on the Fed board, Amazon is in talks to reboot 'The Apprentice' with the Trump family. Also, Chirayu Rana was identified as …
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The Trump-Fed drama is to be continued…
Together with Good Morning, Big Tech earnings came in hot, Advent agreed to Europe's biggest PE exit ever, Bill Ackman's Pershing Square IPO disappointed, Anthropic is weighing fresh funding at an over $900B valuation, and J Pow oversaw a historic dissent in his final rate decision as Fed chair. Powell also committed to staying on …
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Big Tech on Deck
Together with Good Morning, UAE quit OPEC, Musk testified in the high-profile Musk v. Altman OpenAI trial, oil prices climbed past $110/bbl again, Mamdani is pushing to shrink a NY hedge fund and PE tax break, and OpenAI-linked stocks slumped on a report that it missed key internal targets. The slump comes just one day …